Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (48783)	11/11/2001 11:36:01 AM
From: blankmind	Read Replies (2) of 54805

- Can anyone check out my "gorilla" pick - which meets all the criteria except the $10 bill market cap ($5 bill now) due to stock buyback & stock price drop: HEALTHSOUTH Corporation (HRC) - HRC caught my attention b/c it was on Al Frank’s newsletter & his mutual fund's #6 holding; which is good b/c his fund focuses on value has low turnover of 30% - HRC is I think the largest provider of outpatient surgery, outpatient diagnostic and rehabilitative healthcare services - w/ revenues of $4+ bill a year - profits have always been unsteady due to expansion. But expansion has quieted down. However, the earnings trend is good & getting better: - '98: +.11 '99: - +.18 '00: .71 ’01: -<.05>, .19, .20, .22 expected = +.56 - but the 1st qtr loss includes like $139 mill of one-time losses - more importantly, in the 10/25/01 press release, they projected increased profits going forward of 15%: “is comfortable with fourth-quarter earnings per share of 22 cents and sustained earnings per share growth of 15 percent” - finally, with $3.6 bill in stockholders equity/400 mill shs o/s = $9 book value. Stock at $12.20. Given its earnings, the stock is extremely cheap -

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